Capital Group
Fed Opens Door to Renewed Easing as Labor Market Softens
Capital Group’s Quick Take, authored by portfolio manager Ritchie Tuazon, assesses the Fed’s first rate cut in nine months and the implications for fixed income investors.
The FOMC cut rates by 25 bps to 5.00–5.25%, wi...
2025-09-19
2025-09-19
Janus Henderson
Bank of England Seeks Stability Amid Fragile Gilt Market
Janus Henderson’s UK Institutional team, led by Jenna Barnard, analyzes the BoE’s September decision to manage policy without further destabilizing long-dated gilts.
With inflation still elevated, the BoE left rates at 4% and emp...
2025-09-19
GMO
American Unexceptionalism: Rethinking U.S. Equity Dominance
In GMO’s 3Q 2025 Quarterly Letter, Ben Inker and John Pease deconstruct 15 years of S&P 500 outperformance versus global peers, highlighting its narrow drivers and questioning its sustainability.
Roughly 80% of U.S. equity out...
2025-09-18
UBS Asset Management
Aging Demographics Create a Rare Window for Senior Housing Investment
UBS Asset Management highlights how demographic shifts in high-income countries are reshaping housing demand and opening scalable real estate opportunities.
By 2035, Europe’s 65+ population will expand by 2–3 million annually, wh...
2025-09-18
Allianz Global Investors
Beyond Duration: Diversifying Risk in Bond Portfolios
Allianz Global Investors’ Fixed Income Advanced Insights series, led by CIO Maxence-Louis Mormede, examines how institutions can achieve steadier outcomes by moving past traditional risk drivers.
Duration and yield curve posi...
2025-09-18
BlackRock/iShares
Staying Risk-On as Fed Cuts Loom and Macro Tensions Ease
BlackRock Investment Institute’s weekly commentary outlines tactical positioning amid slowing growth, sticky inflation, and upcoming central bank meetings.
A softening U.S. labor market gives the Fed scope to resume rate cuts, supporti...
2025-09-18
Robeco
Central Banks Diverge as Fed Prepares to Ease, ECB Holds, and BoJ Turns Hawkish
Robeco’s Central Bank Watcher (September 2025), by Martin van Vliet, Rikkert Scholten, and Phil McNicholas, analyzes global monetary policy dynamics across major economies.
The Fed is expected to cut 100 bps by spring 2026, b...
2025-09-16
Nuveen
Securitized Assets Offer Yield and Diversification as Fed Eases
Nuveen’s Global Investment Committee, led by CIO Saira Malik, highlights opportunities in securitized credit against the backdrop of softer inflation and a weakening U.S. labor market.
Fed rate cuts are increasingly likely after downwa...
2025-09-16
Northern Trust
Fed Prepares to Cut, Balancing Inflation Risks and Labor Market Weakness
Northern Trust’s Weekly Economic Commentary previews the September FOMC meeting and weighs the pace of policy easing.
Growth rebounded in Q2, but consumption and business investment are slowing, with labor market softening after major...
2025-09-15
Allianz Global Investors
Diversifying Beyond Duration: Smarter Risk Management in Bonds
AllianzGI’s Fixed Income Advanced Insights series, led by CIO Maxence-Louis Mormede, explores how bond investors can strengthen portfolios by moving beyond traditional risk drivers.
Duration and yield curve factors explain ar...
